Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPGK
Financial Partners Group (Kansas)’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Financial Partners Group (Kansas)’s Portfolio
XT Stock Details
XT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$353K
Sell
5,175
-18
-0.3%
-$1.28K
0.04%
164
2025
Q4
$376K
Sell
5,193
-2,371
-31%
-$174K
0.04%
161
2025
Q3
$544K
Hold
7,564
–
–
0.07%
127
2025
Q2
$494K
Buy
7,564
+30
+0.4%
+$1.79K
0.07%
122
2025
Q1
$434K
Sell
7,534
-159
-2%
-$9.72K
0.07%
120
2024
Q4
$459K
Sell
7,693
-360
-4%
-$21.9K
0.07%
110
2024
Q3
$490K
Sell
8,053
-96
-1%
-$5.64K
0.07%
111
2024
Q2
$479K
Sell
8,149
-1,157
-12%
-$67.2K
0.08%
107
2024
Q1
$555K
Buy
9,306
+159
+2%
+$9.34K
0.09%
94
2023
Q4
$548K
Sell
9,147
-29
-0.3%
-$1.56K
0.1%
88
2023
Q3
$470K
Sell
9,176
-295
-3%
-$16.2K
0.1%
88
2023
Q2
$529K
Sell
9,471
-826
-8%
-$43.5K
0.11%
87
2023
Q1
$543K
Sell
10,297
-716
-7%
-$36.8K
0.12%
79
2022
Q4
$587K
Sell
11,013
-1,331
-11%
-$63.7K
0.13%
80
2022
Q3
$550K
Buy
12,344
+50
+0.4%
+$2.5K
0.14%
70
2022
Q2
$589K
Buy
12,294
+346
+3%
+$18K
0.15%
74
2022
Q1
$705K
Sell
11,948
-1,012
-8%
-$59.5K
0.15%
79
2021
Q4
$770K
Buy
12,960
+7,758
+149%
+$505K
0.17%
71
2021
Q3
$326K
Buy
5,202
+324
+7%
+$20.9K
0.08%
121
2021
Q2
$309K
Sell
4,878
-32
-0.7%
-$1.97K
0.08%
118
2021
Q1
$291K
Buy
4,910
+53
+1%
+$3.15K
0.08%
116
2020
Q4
$295K
Buy
+4,857
New
+$256K
0.09%
101
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
West Chester, Pennsylvania
$5.27B AUM
22.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NEPWA
New England Private Wealth Advisors
Wellesley, Massachusetts
$866M AUM
15.25%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close